BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,891 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,523 increasing their positions, 1,393 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,891
Holders Change
+267
Holders Change %
+7.37%
% of All Funds
57.04%
Holding in Top 10
652
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-6.46%
% of All Funds
9.56%
New
411
Increased
1,523
Reduced
1,393
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.59B
2
State Street
State Street
Massachusetts
+$796M
3
Deutsche Bank
Deutsche Bank
Germany
+$441M
4
BlackRock
BlackRock
New York
+$441M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$358M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$932M
2
Ameriprise
Ameriprise
Minnesota
-$439M
3
Capital World Investors
Capital World Investors
California
-$369M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$286M
5
AT
AMF Tjänstepension
Sweden
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPFS
1851
Novak & Powell Financial Services
Florida
$2.81M +$2.81M +7,871 New
MRI
1852
Mad River Investors
Massachusetts
$2.8M – – –
AA
1853
Alesco Advisors
New York
$2.8M +$54.6K +153 +2%
SOS
1854
Silver Oak Securities
Tennessee
$2.8M +$768K +2,152 +38%
LFA
1855
Landmark Financial Advisors
Kentucky
$2.8M -$118K -330 -4%
WAAG
1856
Wealth Alliance Advisory Group
Kansas
$2.8M +$237K +665 +9%
IIA
1857
IPG Investment Advisors
California
$2.8M +$136K +381 +5%
LAM
1858
Lewis Asset Management
California
$2.8M +$2.8M +7,840 New
TCM
1859
Tufton Capital Management
Maryland
$2.79M -$105K -293 -4%
WC
1860
Wynn Capital
Georgia
$2.79M +$2.79M +7,822 New
SCM
1861
SOL Capital Management
Maryland
$2.79M -$1.78K -5 -0.1%
IP
1862
Intellectus Partners
California
$2.79M -$186K -521 -6%
MFWP
1863
Mosaic Family Wealth Partners
Missouri
$2.79M -$99.5K -279 -3%
ME
1864
McIlrath & Eck
Washington
$2.78M -$380K -1,065 -12%
WCM
1865
Weaver Capital Management
Georgia
$2.78M +$2.78M +7,796 New
VCM
1866
Versant Capital Management
Arizona
$2.78M +$14.3K +40 +0.5%
CGA
1867
Channing Global Advisors
Florida
$2.78M +$38.5K +108 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
1868
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.77M +$586K +1,643 +27%
CG
1869
Cynosure Group
Utah
$2.77M +$1.68M +4,704 +154%
NPT
1870
Nixon Peabody Trust
Massachusetts
$2.77M +$2.77M +7,760 New
CCA
1871
Childress Capital Advisors
Texas
$2.77M -$189K -529 -6%
1WM
1872
1858 Wealth Management
Ohio
$2.76M +$2.76M +7,735 New
EGA
1873
E&G Advisors
Texas
$2.74M -$27.8K -78 -1%
VCP
1874
Verus Capital Partners
Arizona
$2.74M +$449K +1,259 +20%
SIS
1875
Strategic Investment Solutions
Illinois
$2.74M -$191M -536,488 -99%
73 74
75
76 77